WisdomTree US LargeCap Dividend Fund
305 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 81 reducing their positions, and 10 closing their positions.
12,050% more call options, than puts
Call options by funds: $243K | Put options by funds: $2K
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
31% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 81
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
6% more funds holding
Funds holding: 289 → 305 (+16)
2.14% more ownership
Funds ownership: 55.85% → 57.99% (+2.1%)
5% more capital invested
Capital invested by funds: $1.89B → $1.98B (+$90.4M)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.6M |
| 3 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$13.8M |
| 4 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$11.2M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$8.32M |
Top Sellers
DLN Hedge Fund Activity: Q1 2022 in Review
305 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2022, worth a combined $1.98B — up 4.8% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DLN positions and 10 closed out — a net gain of 20 holders — while 106 added to existing stakes and 81 trimmed.
The largest buyer was Ameriprise, adding an estimated $20.6M. The largest seller was Bank of America, cutting an estimated $8.97M.
- 305 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2022, up from 289 in Q4 2021.
- Funds reported $1.98B of WisdomTree US LargeCap Dividend Fund stock for Q1 2022, up 4.8% quarter-over-quarter.
- 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2022 and 10 closed out, a net change of +20 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2022 was Ameriprise, an estimated $20.6M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2022 was Bank of America, an estimated $8.97M sold.
Based on aggregated 13F filings for Q1 2022.